Category: Buys & Sells

Actual buys and sells completed in The Deep Value ETF Accumulator portfolio.

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Closed Our Position In The Energy ETF (PXI) 5-23-18

We closed our position in the PowerShares DWA Energy Momentum Portfolio (PXI) today. I don’t foresee any problems with this ETF; we’ve just decided that we would only own one Energy equity ETF. We have chosen to keep our holdings in XLE and let go of these shares of PXI. Both are equally good, but very different Energy ETFs. Price paid $36.15. Price sold $44.26. Read why we invest in XLE right here: Discovering Value in the Top 3 Energy ETFs

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Closed Our Position In The PowerShares BuyBack Achievers Portfolio Today (PKW)

Today, we closed our position in the PowerShares BuyBack Achievers Portfolio (PKW). No worries, I still believe this ETF is a fine instrument for the long-term investor. We have made the decision to use the First Trust Capital Strength ETF (FTCS) for our U.S. Large Cap Blend holdings. Read why we have chosen to invest in FTCS right here: Best Long-Term Performance U.S. Large Cap Blend ETFs

PKW Price paid $49.52. Price sold 55.24.

 

 

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Started Accumulation Small Cap Blend Equities (EES)

We began accumulating the WisdomTree U.S. SmallCap Earnings Fund (EES) today. Folks, you’ve gotta buy this stuff when it’s on sale.

We sold our holdings in IJR to buy EES. There’s nothing wrong with holding IJR long -term in my opinion; we’re just moving our small cap blend holdings to EES because it is offered at my brokerage commission free.

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Took Profits In Small Cap Blend Equities (IJR) 2-5-18

We had a 5% trailing stop set on our position in the iShares Core S&P Small-Cap ETF (IJR). The stop tripped today and closed the positon. Price paid $56.20. Price sold $76.48. I don’t see any problem holding IJR long-term; we are simply moving these funds to another small cap blend ETF that is offered commission free at my brokerage. (EES)